Retirement Resource Wealth Management, LLC

RIASEC Registered

Total AUM

$73.5M

Discretionary

$73.5M

100% of AUM

Avg account

$130K

Accounts

566

Employees

Advisory reps

Firm details

Headquarters: West Fargo, North Dakota
CRD number: 328341
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals88.59%
HNWI11.41%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Retirement Resource Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and offers a mix of advisory services — financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. It also operates as an insurance broker. Compensation is flexible: the firm charges a percentage of assets under management and may bill on an hourly or fixed-fee basis. The firm is not identified as an active ESG investor.